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Allium Financial Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Allium Financial Advisors’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$209K Sell
2,151
-100
-4% -$10K 0.17% 76
2025
Q4 		$216K Hold
2,251
– – 0.17% 70
2025
Q3 		$210K Sell
2,251
-963
-30% -$87.5K 0.17% 76
2025
Q2 		$287K Sell
3,214
-9,072
-74% -$775K 0.25% 63
2025
Q1 		$1M Buy
+12,286
New +$990K 0.92% 22

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Allium Financial Advisors's EFA Position: Q1 2026 in Review

Allium Financial Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 4.4% in Q1 2026, selling an estimated $10K and leaving 2,151 shares worth $209K. The position accounts for 0.17% of the portfolio, ranked #76.

Allium Financial Advisors first reported a position in EFA in Q1 2025 and has held it in 5 quarters since. The position peaked at $1M in Q1 2025. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Allium Financial Advisors held 2,151 shares of iShares MSCI EAFE ETF worth $209K as of Q1 2026.
  • Allium Financial Advisors sold 100 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $10K.
  • iShares MSCI EAFE ETF made up 0.17% of Allium Financial Advisors's portfolio in Q1 2026, its #76 holding.
  • Allium Financial Advisors first reported a position in iShares MSCI EAFE ETF in Q1 2025 and has held it in 5 quarters since.
  • Allium Financial Advisors's iShares MSCI EAFE ETF position peaked at $1M in Q1 2025.
  • 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Allium Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.